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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,900 | $97,289-68.2% | $92,805-66.7% | $155,188-80.1% |
| Participation rate | 75.0% | 84.2%-9.2pp | 83.5%-8.5pp | 80.8%-5.8pp |
| Annual return | 11.61% | 29.03%-17.4pp | 31.59%-20.0pp | 148.84%-137.2pp |
| Employer contribution / active EE | $0 | $3,632-100.0% | $3,424-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $8,660 | $8,795-1.5% | $8,448+2.5% | $6,531+32.6% |
| Admin fee / account holder | $16,983 | $12,015+41.4% | $10,911+55.7% | $14,480+17.3% |